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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Fund | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth | Growth | Growth |
| Level of Risk | Low | Low | Low | Low | Very High |
| Asset Size (Cr) | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹38 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹10000 | ₹10000 | ₹5000 |
| Min SIP Invesment | ₹200000 | ₹0 | ₹200000 | ₹200000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 03 Oct 2017 |
| Category | FMP | FMP | FMP | FMP | ELSS |
| Fund Type | Close Ended | Close Ended | Close Ended | Close Ended | Close Ended |
| Benchmark | CRISIL Liquid TRI | CRISIL Liquid TRI | CRISIL Liquid TRI | NIFTY SMALLCAP 100 TRI | |
| Turn Over | % | % | % | % | 11% |
| Expense Ratio | 0.03 | 0.03 | 0.03 | 0.03 | 1.42 |
| Manager | Dwijendra Srivastava | ||||
| ISIN Code | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF903JA1AX5 |
| Exits Load | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 1 Month | 0.44% | 0.44% | 0.44% | 0.44% | -3.45% |
| 6 Month | 3.01% | 3.01% | 3.01% | 3.01% | 5.22% |
| 1 Year | 6.52% | 6.52% | 6.52% | 6.52% | 2.71% |
| 3 Year | 6.18% | 6.18% | 6.18% | 6.18% | 20.65% |
| 5 Year | 4.83% | 4.83% | 4.83% | 4.83% | 33.64% |
SIP Return Analysis
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 6 Month | - | - | - | - | 10.06% |
| 1 Year | 2.25% | 2.25% | 2.25% | 2.25% | 9.05% |
| 3 Year | 4.93% | 4.93% | 4.93% | 4.93% | 17.07% |
| 5 Year | 4.99% | 4.99% | 4.99% | 4.99% | 22.71% |
Rolling Lumpsum Returns
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 1 Year | 6.94% | 6.94% | 6.94% | 6.94% | 10.71% |
| 3 Year | 7.28% | 7.28% | 7.28% | 7.28% | 24.04% |
| 5 Year | 7.63% | 7.63% | 7.63% | 7.63% | 23.32% |
Risk Management
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Standard Deviation | 0.342% | 0.342% | 0.342% | 0.342% | 15.83% |
| Sharp | -2.589% | -2.589% | -2.589% | -2.589% | 0.92% |
| Beta | - | - | - | - | 0.78% |
| Alpha | - | - | - | - | 0.84% |
Fund Managers
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Name | Dwijendra Srivastava | ||||
| Total AUM | ₹14140 Cr | ||||
| Funds Managed | 14 | ||||
| UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Others | 100 | 100 | 100 | 100 | 3.84 |
| Small Cap | - | - | - | - | 89.38 |
| Mid Cap | - | - | - | - | 6.78 |
Sector Allocation
| Scheme Name |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Others | 100 | 100 | 100 | 100 | 3.84 |
| Communication Services | - | - | - | - | 7.5 |
| Basic Materials | - | - | - | - | 10.9 |
| Financial Services | - | - | - | - | 25.75 |
| Technology | - | - | - | - | 5.67 |
| Consumer Cyclical | - | - | - | - | 15.32 |
| Healthcare | - | - | - | - | 10.31 |
| Industrials | - | - | - | - | 18.52 |
| Real Estate | - | - | - | - | 2.2 |
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